Admin
Maintains organization setup, team access and operating records.
Can
- Manage Organizations, team members, Users, Products
- View customer orders, supplier routing, operation receipts
Assign order preparation, routing decisions and evidence review to named staff.
| Role | Customer orders | Supplier routing | Order lines | Payment evidence | Fulfillment | Operations review |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | Edit | Edit |
| Order Coordinator | Edit | View | Edit | — | View | — |
| Order Reviewer | View | Approve | — | View | — | Edit |
| Supplier Coordinator | View | Edit | View | — | View | View |
| Payment Analyst | View | View | — | Edit | — | View |
| Fulfillment Coordinator | View | View | View | — | Edit | — |
Maintains organization setup, team access and operating records.
Owns customer order preparation and follows promised dates and line quantities.
Starts on: Open customer orders
Records independent decisions on the current order revision.
Starts on: Routing review inbox
Prepares routes and records supplier references and acknowledgements.
Starts on: Routing progress
Checks provider evidence and resolves payment exceptions.
Starts on: Unverified payment evidence
Records and investigates allocation, shipment and delivery events.
Starts on: Open customer orders
Start free, then use Proto to change fields, steps and approvals before your team goes live.